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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #275 out of 813,300 TipRanks' Investors
Success Rate
76%
104 out of 137
profitable transactions
Average Return
325.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.85%
6-Month Return▲ 18.93%
12-Month Return▲ 148.24%
YTD Return▲ 54.24%
Total Return▲ 199.28%

Best Trade

Opened at
Closed at-
Gain▲ 2831.16%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 11.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.69%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 12.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.86%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 7.52%
▲ 2.03%
▲ 9.77%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 11.08%
▼ 12.86%▼ 1.27%▼ 1.69%
▼ 1.80%▼ 5.57%▼ 6.57%
▲ 1.84%▼ 0.87%▲ 12.16%
▲ 12.20%▲ 6.28%▲ 8.78%
▲ 6.24%▲ 5.14%▲ 4.86%
▲ 27.91%▲ 2.30%▲ 7.65%
▲ 7.52%▲ 2.03%▲ 9.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Index Trust Small-Cap Index Fund Instl Shares
12.63%
▲ 29.56%
35
Buy
Jun 09, 2025
Palantir Technologies
68.73%
▲ 1,294.14%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.05%
▲ 19.97%
3
Buy
Mar 19, 2025
Target
0.27%
▼ 20.09%
5
Buy
Mar 19, 2025
Intel
0.3%
▼ 20.86%
4
Buy
Mar 19, 2025
Pfizer
0.46%
▲ 0.93%
2
Buy
Mar 19, 2025
Vale SA
0.37%
▼ 11.31%
6
Buy
Mar 12, 2025
New Perspective Fund, Class A Shares
1.86%
▲ 29.10%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.07%
▲ 43.58%
8
Buy
Mar 12, 2025
VF
0.27%
▼ 22.23%
5
Buy
Mar 12, 2025
Marvell
0.46%
▲ 13.78%
1
Open
Mar 12, 2025
IonQ
4.51%
▲ 749.57%
2
Buy
Sep 06, 2024
Nvidia
0.75%
▲ 76.65%
1
Open
Sep 06, 2024
Nike
0.18%
▼ 2.63%
1
Open
Sep 06, 2024
Dollar Tree
0.32%
▲ 73.53%
1
Open
Sep 06, 2024
Flagstar Financial
0.06%
▼ 5.89%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.66%
▲ 147.32%
2
Buy
Dec 23, 2022
Alphabet Class A
0.88%
▲ 126.81%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022